Switching costsweight 15Consumers leave search in one click; Workspace and Cloud are stickier but a minority of profit.
5
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Network effectsweight 15Search quality improves with queries; YouTube and Android are two-sided markets in their own right.
8
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Scale & cost advantageweight 12Index, infrastructure, and custom TPUs at a scale only two or three companies can match.
9
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Brand & pricing powerweight 12A verb. Ad auctions extract pricing power without ever setting a price.
8
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Cornered resourceweight 12The index, the YouTube library, Android, Chrome, and decades of behavioral data.
8
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Distribution controlweight 12Chrome and Android make Google the default on most of the world screens; the iPhone default is rented from Apple and under remedy.
9
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Disruption resilienceweight 12AI answers threaten the ten-blue-links economics directly; Google is both the defender and a leading attacker.
5
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Independenceweight 10The most antitrust-exposed company on the list: search and ad-tech remedies, plus dependence on the Apple default deal.